Filed March 17, 2022 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $106,082 |
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT HR SERVICES LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $57,609 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $19,198 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $15,200 |
Service code 10 · EIN 91-0425694 | Accounting | $8,374 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 5.67% | 8.91%-3.2pp | 7.32%-1.7pp | 13.24%-7.6pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |